Michael Francis Healey

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Westfield, NJ
• 11/2016 → 01/2025
  Wells Fargo Clearing Services, Llc
  Westfield, NJ
• 01/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Chatham, NJ

Previous Registrations

• 2003-07-01 → 2025-01-24
  Wells Fargo Clearing Services, Llc
  Westfield, NJ
  Westfield, NJ
  Aventura, FL
• 2002-06-20 → 2003-07-01
  Prudential Equity Group, Llc
  Westfield, NJ

Other Businesses

RENTAL PROPERTY; INV RELATED; WESTFIELD, NJ; 100% OWNER WITH SPOUSE; RESIDENTIAL RENTAL; START; 1/31/2025; 1 HR/MO; 0 DURING TRADING.;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-02
• S63 Uniform Securities Agent State Law Examination
  1996-11-18

Other Names

• Michael Healey